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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,829 | $124,346-31.0% | $111,306-22.9% | $167,553-48.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.73% | 37.46%-27.7pp | 54.67%-44.9pp | 478.89%-469.2pp |
| Employer contribution / active EE | $2,290 | $3,438-33.4% | $2,732-16.2% | $4,840-52.7% |
| Participant deferral / active EE | $6,442 | $5,182+24.3% | $4,488+43.6% | $6,343+1.6% |
| Admin fee / account holder | $10,002 | $10,623-5.8% | $7,966+25.6% | $12,316-18.8% |